Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M
Fee Structure
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Contact
Joseph Lewis Powanda
Location
Washington, DC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Range Advisory, LLC
September 2025 - Present · 5 mos
Previous Registrations
Modera Wealth Management, LLC
November 2024 - September 2025 · 10 mos
Bay Point Wealth
August 2022 - November 2024 · 2 yrs 3 mos
State Registrations4 states
NYPATXVA
Advisor
Exams
No exam information available for this advisor.
Contact
Joseph Lewis Powanda